See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,095 | $110,257+17.1% | $96,544+33.7% | $139,434-7.4% |
| Participation rate | 73.3% | 78.1%-4.8pp | 76.0%-2.6pp | 80.3%-7.0pp |
| Annual return | 20.49% | 26.32%-5.8pp | 25.84%-5.4pp | 372.94%-352.5pp |
| Employer contribution / active EE | $3,846 | $3,620+6.2% | $2,965+29.7% | $4,751-19.1% |
| Participant deferral / active EE | $10,999 | $5,548+98.3% | $4,851+126.7% | $6,710+63.9% |
| Admin fee / account holder | $6,852 | $11,591-40.9% | $8,252-17.0% | $11,403-39.9% |